Rajshree Polypack Limited has informed the Exchange about Transcript
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Rajshree Polypack's Q3 FY26 revenue came in at ₹71.62 crores, down 1.49% YoY, but EBITDA grew 13.82% to ₹10.30 crores with margins improving to 14.38% (vs 12.45% last year). PAT rose 25.38% to ₹2.13 crores. Export revenue surged 40.87% YoY to ₹20.54 crores led by Injection Moulding, while domestic revenue declined 12.11% YoY to ₹51.08 crores due to lower raw material prices and seasonal softness. Management guided FY27 plastic business revenue of ₹360-370 crores at 15-15.5% EBITDA margins, and paper (Olive Ecopak JV) revenue of ₹120-130 crores at 16-16.5% EBITDA margins, with a long-term target of ₹700-750 crores across both segments. Cost-saving initiatives include a ₹2.25 crore renewable power investment (saving ₹1.5 cr/year) and conversion of ₹20 crores loans to JPY at 2.25% (saving ₹1 cr/year). Current total debt stands at ₹95-100 crores.
Margin expansion despite topline decline signals improving operational efficiency. Strong export momentum in Injection Moulding and clear multi-year revenue/margin guidance are positives for shareholders. However, domestic headwinds, JV accumulated losses (₹12 crores) requiring 1.5-2 years to recover, and dependence on US tariff easing for export growth remain key risks to monitor.